Shriram Aggressive Hybrid Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Shriram Aggressive Hybrid Growth Direct Plan

NAV
₹37.0090
+0.24%
(20 Feb)
AUM
49 Cr
TER
0.85%
Risk
Very High Risk
Rating
Insights
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Compare with other fund
1Y
+15.2%
+14.2%
+13.2%
+11.5%
+11.2%
+6.5%
3Y
+19.8%
+20.0%
+18.7%
+13.5%
+15.1%
+19.1%
5Y
+19.8%
+19.8%
+16.6%
+11.1%
+13.2%
+16.5%
ALL
+17.3%
+16.1%
+18.7%
+11.3%
+12.0%
+13.8%
VOL
11.9%
14.3%
12.3%
11.4%
-
14.1%
TER
0.9%
0.7%
0.4%
0.8%
-
0.8%
AUM
₹49,257 Cr
₹1,329 Cr
₹2,115 Cr
₹49 Cr
-
₹753 Cr
INFO
1.45
1.13
1.53
0.99
-
0.98
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Shriram Aggressive Hybrid (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jan
Top holdings
6.54% Gs 2032
6.1%
HDFC Bank Ltd
5.6%
Rural Electrification Corporation Limited - NCD & Bonds - NCD & Bonds
5.6%
Clearing Corporation Of India Ltd.
4.9%
Reliance Industries Ltd
4.6%
LIC Housing Finance Ltd - NCD & Bonds - NCD & Bonds
4.3%
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
4.2%
Axis Bank Ltd
4.1%
ICICI Bank Ltd
3.9%
Bharti Airtel Ltd
3.3%
Top industry exposure
Financial Services
22.6%
Consumer Cyclical
8.8%
Energy
7.6%
Industrials
7.0%
Technology
6.3%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
207%
Lock-in period
-
Exit load
• 1% for redemption within 90 days
Fund objective
The investment objective of the scheme would be to generate long-term capital appreciation and current income with reduced volatility by investing in a judicious mix of a diversified portfolio of Equity and Equity-related investments, debt and money-market instruments.
Fund manager(s)
Amit Modani
Prateek Nigudkar
Deepak Ramaraju
Sudip More

FAQs